LIM

Loudon Investment Management Portfolio holdings

AUM $191M
1-Year Est. Return 12.76%
This Quarter Est. Return
1 Year Est. Return
+12.76%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$152M
AUM Growth
-$4.85M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
90
New
Increased
Reduced
Closed

Top Buys

1
+$1.91M
2
+$1.82M
3
+$1.14M
4
APD icon
Air Products & Chemicals
APD
+$479K
5
VZ icon
Verizon
VZ
+$469K

Top Sells

1
+$2.47M
2
+$1.79M
3
+$909K
4
SCHB icon
Schwab US Broad Market ETF
SCHB
+$464K
5
AMP icon
Ameriprise Financial
AMP
+$356K

Sector Composition

1 Technology 18.41%
2 Industrials 16.97%
3 Healthcare 15.19%
4 Consumer Staples 8.97%
5 Consumer Discretionary 8.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$349K 0.23%
4,223
77
$324K 0.21%
2,374
78
$304K 0.2%
4,753
79
$304K 0.2%
3,715
+105
80
$300K 0.2%
3,191
81
$294K 0.19%
18,500
82
$287K 0.19%
16,067
-2,582
83
$282K 0.19%
2,815
84
$278K 0.18%
3,664
-323
85
$278K 0.18%
5,235
86
$240K 0.16%
1,251
87
$228K 0.15%
+4,590
88
$218K 0.14%
600
89
$208K 0.14%
1,518
-504
90
– –
-5,510
1 2 3
4